If you could own only one stock?...

At WT Wealth Management, we believe in companies that revolutionize the way we live, work, interact, shop, communicate and/or travel. It’s no wonder that the companies that best fit this definition are also the most impactful and recognizable companies in the world, which is why we coined the term “Culturally Significant Equities” (CSE).

See below for a short clip of WT Wealth Management Chief Investment Officer, John Heilner, discussing his favorite stock, Google, which is up +16% month-to-date and +41% year-to-date 2024, and has been a mainstay in the (CSE) portfolio from the beginning.